TOP 10 Financial advisor recommendations in New York City, New York

Henry Schimmel - Mortgage Loan Officer is a finance institution located at 621 Lake Avenue in Saint James, New York, United States. As a mortgage loan officer, Henry Schimmel specializes in helping individuals and families secure financing for their dream homes. With years of experience in the industry, Henry provides personalized service and expert guidance throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Henry Schimmel is dedicated to finding the best loan options to suit your needs. Visit us today to start your journey towards homeownership.

Joseph Taranto is a highly experienced Mortgage Loan Officer located at 640 Pelham Parkway South in New York, United States. With a strong background in finance, Joseph is dedicated to helping clients navigate the complexities of the mortgage process and secure the best loan options for their individual needs. Whether you are a first-time homebuyer or looking to refinance, Joseph Taranto is committed to providing personalized guidance and exceptional service every step of the way. Trust Joseph Taranto to help you achieve your homeownership goals with confidence and peace of mind.

Pete Verma - Mortgage Loan Officer is a reputable financial institution located at 111 Mineola Avenue in Roslyn Heights, New York. As a dedicated mortgage loan officer, Pete Verma provides expert guidance and personalized assistance to clients seeking to secure financing for their dream homes or investment properties. With a wealth of experience in the industry, Pete Verma is committed to helping clients navigate the complex world of mortgage lending with ease and confidence. Whether you are a first-time homebuyer or a seasoned investor, Pete Verma - Mortgage Loan Officer is here to help you achieve your financial goals.

Northwestern Mutual Life Insurance: Blank Frederick is a reputable finance and insurance agency located at 50 Main Street in White Plains, New York, United States. As a trusted provider of life insurance, the institution offers a range of policies to protect individuals and their loved ones. With a focus on financial security and peace of mind, Northwestern Mutual Life Insurance: Blank Frederick is dedicated to helping clients plan for the future and safeguard their assets. Contact them today to learn more about their insurance options and personalized services.

Premier Wealth Advisory Group, located at 13 Averill Avenue, Averill Park, New York, is a finance institution specializing in helping individuals and companies diversify portfolios, manage assets, analyze market trends, and reduce financial risk. Led by licensed Investment Advisor Scott Cahill, the team at Premier Wealth Advisory Group works closely with clients to protect and grow their assets using proven investment strategies tailored to each client's risk tolerance and goals. Scott's unbiased recommendations and impartial guidance ensure that clients receive personalized financial advice to help safeguard their dreams and hard-earned assets. From retirement planning to college funds, life insurance, and estate planning, Premier Wealth Advisory Group offers a range of services to help clients achieve their financial goals. Securities offered through Purshe Kaplan Sterling Investments, with advisory services provided by PKS Advisory Services, LLC, dba Premier Wealth Advisory Group. Investments through PKS or Premier Wealth Advisory Group are not FDIC insured, not bank guaranteed, and may lose value. Trust Premier Wealth Advisory Group to help you make informed financial decisions and secure your financial future.

Thomas C Farnan IV is a reputable finance institution located at 2 3rd Street in Troy, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Thomas C Farnan IV is committed to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced professionals at this institution are dedicated to providing top-notch financial advice and guidance. Trust Thomas C Farnan IV to help you navigate the complexities of the financial world and secure a stable financial future.

Jackson Hewitt Tax Service is a finance institution located at 9 Railroad Avenue in Chatham, New York, United States. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro take care of the rest. We offer in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or by calling us at (518) 392-6420. Walk-ins are also welcome at our office. Our Tax Pros at 9 Railroad Avenue Jackson Hewitt are fluent in English. Trust us with your taxes, because when every dollar matters, it matters who does your taxes™.

Nationwide Insurance: Douglas A Schulz LLC is an insurance agency located at 163 Delaware Avenue in Delmar, New York, United States. They offer a variety of insurance options including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency is dedicated to providing reliable coverage for your assets, whether it's your home, business, or personal property. They offer Nationwide solutions designed to protect you from various risks such as weather hazards and theft. At Douglas A Schulz LLC, their experienced agents are trained to identify your unique circumstances and provide you with tailored insurance options. Whether you need liability coverage for a pool in your backyard or coverage for valuable items like jewelry and antiques, they have the right solutions for you. By calling (518) 439-2600, you can learn more about their policies and available discounts.

Upstate Agency is a trusted insurance agency located at 123 Montcalm Street in Ticonderoga, New York. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. With a focus on exceptional customer service and competitive rates, Upstate Agency is your go-to source for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

three one is a finance institution located at 180 Office Park Way in Pittsford, New York, United States. We specialize in analyzing banking services and fees to ensure fair relationships in any market cycle. Our services support credit ratings by providing advanced liquidity projections and cash-flow capacity assessments. We offer future liquidity forecasting, weekly cash balance projections, and cash management strategies to help you maximize the value of your taxpayer dollars. We identify cash as a valuable asset and provide oversight and regulatory compliance recommendations. Our institution offers a consolidated view of available cash and time-horizon analysis. We provide marketplace and peer-interest benchmarks to help you understand the value of your cash. We help manage and maximize every tax and tuition dollar spent. As a proud national partner of NACo Financial Services Corporation (FSC), a partner in BuyBoard®’s Cooperative, and a graduate of BNY Mellon’s Accelerator, we offer innovative FinTech solutions for responsible public sector procurement.

Gary N Johnson Insurance is a reputable insurance agency located at 800 Fairmount Avenue in Jamestown, New York. With years of experience in the industry, they offer a wide range of insurance products to meet the needs of individuals and businesses alike. Their team of knowledgeable agents is dedicated to providing personalized service and finding the best coverage options for their clients. Whether you are looking for auto, home, life, or business insurance, Gary N Johnson Insurance is committed to helping you protect what matters most. Contact them today for a consultation and see how they can assist you with your insurance needs.

John Barbieri - State Farm Insurance Agent is a reputable insurance agency located at 2-8 Hawley Street in Binghamton, New York, United States. With over 30 years of experience serving the Southern Tier of New York State, John and his friendly team are dedicated to providing helpful, friendly, and straightforward service to all customers. Specializing in car insurance, homeowners insurance, life insurance, health insurance, and business insurance, they are committed to meeting all of your insurance needs. Conveniently located at the Holiday Inn Galleria downtown Binghamton, John Barbieri - State Farm Insurance Agent offers a wide range of insurance products including auto insurance, home insurance, renters insurance, life insurance, and health insurance. They also provide banking products for added convenience.

North Point Insurance Agency Inc., located at 156 Vestal Parkway East in Vestal, New York, is your go-to destination for reliable insurance coverage. Specializing in Auto, Commercial, Farm, Financial, Home, Powersports, and Human Services insurance, we offer a range of options to meet your specific needs. Whether you're looking for auto insurance to protect your vehicle, home insurance to safeguard your property, or commercial insurance for your business, we've got you covered. Our agency works with Nationwide to provide you with high-quality insurance plans that offer both security and peace of mind.

Cetera Investors is a finance institution located at 111 Grant Avenue in Endicott, New York, United States. Our team of financial professionals are independent, allowing them to provide personalized guidance and recommendations tailored to your specific goals. Whether you are planning for retirement or looking to invest tax-smart, we are here to help you navigate the path to financial success. With years of experience in the community, we are dedicated to helping you achieve a stronger financial future. Our partnership with you is built on trust, clarity, and transparency, with a focus on your individual needs and goals. Let us help you on your journey to greater financial well-being.

Jackson Hewitt Tax Service located at 41 Anawana Lake Road in Monticello, New York, offers finance services to help you get your biggest refund. While our tax advance loans have ended this year, our Tax Pros are ready to assist you with your tax needs. You can conveniently drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and e-signing. Located within Walmart, you can get your taxes done while you shop, with a guaranteed maximum refund. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To reserve time with a Tax Pro, we recommend booking an appointment online or calling us at (845) 863-1040. Our Tax Pros at this location speak English, providing expert assistance for your tax needs. Trust Jackson Hewitt when every dollar matters, because it matters who does your taxes™.

Karen Sweet-O'Neill Insurance Solutions is a health and insurance agency located at 1708 Vestal Parkway East in Vestal, New York, United States. As an independent Life and Health Insurance Advisor, Karen's main focus is to provide the best solutions for your lifetime. The institution offers a unique and affordable Consultation Service for retired and pre-retired individuals, providing valuable insight and knowledge on the often confusing topic of insurance. With representation from over ten A-rated life insurance companies, KSO Insurance Solutions strives to find the best protection for your family at the most affordable rates. Karen is also an expert in Long Term Care Insurance, specializing in age-appropriate planning and offering comprehensive insurance plans with competitive rates from top-rated carriers. Visit Karen Sweet-O'Neill Insurance Solutions for all your insurance needs and secure your family's future today.

Avery Arzu - State Farm Insurance Agent is an insurance agency located at 1045 Park Street in Peekskill, New York. Situated in the N.Y.S. Dept. of Motor Vehicles building downtown Peekskill, this institution offers valuable information on the consequences of drunk driving and tips to avoid it. Additionally, they provide insights on the role of financial advisors and when to seek their assistance. Landlords can also learn about different methods of collecting rent from tenants to suit their needs. For inquiries or assistance, individuals can contact the agency at (914) 739-8000. With a focus on protecting personal information, Avery Arzu - State Farm Insurance Agent offers life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Please note that State Farm VP Management Corp. is a separate entity from the banking and insurance divisions, and investing involves risks. Tax and legal advice are not provided by State Farm or its agents, so it is recommended to consult a professional in those fields for personalized guidance.

Brock Barrett - State Farm Insurance Agent is an insurance agency located at 1560 Broadway, New York, New York, United States. They offer homeowners insurance to protect your home, personal property, and structures. They also provide tips for driving on rural roads and information on how detached structures and swimming pools are covered by home insurance. Please do not include sensitive personal information when contacting them. They also offer life insurance and annuities through State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from the banking and insurance products provided by State Farm entities. They do not provide tax or legal advice, so it is recommended to consult a tax or legal advisor for personal circumstances. If you are having difficulty with their website, please call (212) 218-1222.

Jewelz Santiago - State Farm Insurance Agent is a health and insurance agency located at 3657 Broadway in New York, New York, United States. Situated between 151st and 150th Street, the institution is easily accessible via the M5 Bus and 1 Train-145th St stop. Jewelz Santiago, the licensed agent, has over 16 years of experience in the insurance industry and proudly represents State Farm in multiple states including NY, NJ, CT, and PA. The agency offers a variety of insurance products and financial services such as Auto Insurance, Home Insurance, Life Insurance, Health Insurance, Boat Insurance, Motorcycle Insurance, Commercial Insurance, and Pet Insurance. Jewelz believes in providing excellent customer service and building long-term relationships with clients. The institution also offers notary services and strives to create a positive and professional atmosphere for both customers and employees. Visitors can reach out via phone, email, text, or by visiting the office directly. Please note that the online quoting system is currently paused, so it is recommended to contact the office directly for a quote. With a focus on kindness, professionalism, and community care, Jewelz Santiago - State Farm Insurance Agent is committed to helping clients plan for unexpected events and tragedies while promoting safe driving habits and responsible financial decisions.

Shea Grunzweig: Allstate Insurance is a trusted insurance agency located at 4801 Fort Hamilton Parkway in New York, United States. With a commitment to providing personalized insurance solutions, Shea Grunzweig and her team offer a wide range of insurance products to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, you can count on Shea Grunzweig: Allstate Insurance to provide you with reliable coverage and exceptional customer service. Contact them today to discuss your insurance needs and receive a personalized quote.

KT Wealth Management is a finance institution located at 56 Main Street in Warwick, New York, United States. Specializing in working with business owners, our team is dedicated to helping clients reduce taxes, build, and protect wealth. We understand that life can be unpredictable, which is why we believe in the power of financial planning to help clients achieve their goals over time. Our experienced advisors take the time to fully understand each client's financial aspirations in order to recommend the most suitable investment strategy for them and their families. Tax planning and asset protection are essential components of a solid financial plan, and we ensure that all aspects are carefully considered.

Joseph Schwartz - Mortgage Loan Officer is a reputable finance institution located at 1470 2nd Avenue in New York City, New York, United States. Specializing in mortgage loans, Joseph Schwartz offers expert financial advice and personalized service to help clients secure the best possible financing options for their home purchases. With a strong commitment to customer satisfaction and a wealth of experience in the industry, Joseph Schwartz - Mortgage Loan Officer is a trusted partner for individuals looking to navigate the complex world of mortgage lending. Contact us today to learn more about how we can help you achieve your homeownership goals.

Focused Wealth Management is a finance institution located at 11 Old Balmville Road in Newburgh, New York, United States. Founded in 1994, we are an SEC Registered Investment Advisory firm dedicated to assisting clients with all aspects of their financial lives. Our investment process focuses on portfolio construction and risk management to help clients achieve their specific goals. As a separate entity from Securities America, we offer asset management solutions and services to our clients. Our team is committed to providing personalized strategies to help clients reach their financial objectives. Please note that Securities America and Focused Wealth Management are separate companies, and advisory services are offered through Focused Wealth Management, Inc. This site is intended for residents of the United States and is for informational purposes only. We recommend consulting with a tax or legal advisor for personalized advice related to your financial situation.

Soribel Holguin - State Farm Insurance Agent is a trusted insurance agency located at 12 N Broadway, Haverstraw, New York, United States. Our agency offers a range of insurance products and services to help protect you and your loved ones. From life insurance to pet insurance, we have you covered. At Soribel Holguin - State Farm Insurance Agent, we understand the importance of making wise financial decisions. That's why we provide tips on how to spend your tax refund wisely and avoid the dangers of drinking and driving. Our team is dedicated to helping you make informed choices that lead to a brighter financial future.

WRS Health, located at 2004 New York 17M in Goshen, New York, is a leading institution specializing in finance and health services. With award-winning software, expert guidance, and nearly 20 years of experience, we are dedicated to helping medical practices run more efficiently and profitably. Our team will simplify administrative tasks, provide operational guidance, and offer staff training to ensure that you can focus on what matters most: the care and experience of your patients. As a physician-owned company, we are passionate about caring for patients and ensuring that your practice reflects a deep commitment to excellence. We take a holistic view of your practice, identifying root causes that can impact your financial health and working with your team to address them continually. Our integrated suite of solutions is specifically tailored to the needs of your specialty, allowing you to operate your front and back office more efficiently and profitably.

O'Brien Capital Management, located at 48 Burd Street in Nyack, New York, is a finance institution that offers comprehensive wealth management services beyond just investments. The institution, founded by John M. O'Brien, a Certified Financial Planner™ practitioner with over 18 years of experience, is committed to providing deeply personal and individually tailored financial planning and investment management services. OCM operates on a Fee-Only basis, ensuring unbiased advice and recommendations to clients. Services offered include retirement planning, investment advisory, college funds planning, and more. With a new office opening in Larchmont, NY, O'Brien Capital Management is excited to expand its reach and bring quality financial services to lower Westchester County.

Scott M Aber CPA PC is a leading accounting and finance institution located at 10 Esquire Road, New City, New York, United States. As your finance partner, we are dedicated to helping grow your business by providing monthly managed bookkeeping and accounting services to ensure your books are up to date and ready for tax time. Our experienced tax professionals specialize in startup taxes, helping you stay compliant and find potential tax credits to minimize your tax burden. Certified as a Tax Coach, Scott M. Aber, CPA goes beyond traditional tax services to make changes to your finances that will improve your lifestyle and take your income to the next level. We offer tax planning for individuals and provide recommendations to reduce taxes and reach financial goals.

Northwestern Mutual Life Insurance, located at 9 Iroquois Avenue in Palisades, New York, is a reputable finance and insurance agency dedicated to helping individuals protect their hard-earned assets and loved ones. With a focus on personalized service, Northwestern Mutual offers a range of life insurance policies tailored to fit the unique needs and goals of each client. Whether you're looking for a safety net from the unexpected or a solid financial plan for the future, their advisors will work with you to find the right coverage at an affordable price. Their policies range from term life insurance for temporary coverage to whole life insurance with guaranteed cash value growth. With options like universal and variable universal life insurance, clients have the flexibility to adjust their coverage and payment amounts to fit their changing needs. Additionally, Northwestern Mutual's exclusive underwriting process can expedite the approval of life insurance applications, providing peace of mind for clients seeking quick coverage.

Peter Hawthorne - Mortgage Loan Officer is a reputable finance institution located at 1600 Forest Avenue in New York, United States. As a dedicated mortgage loan officer, Peter Hawthorne offers personalized and professional services to help individuals secure the best mortgage options for their needs. With years of experience in the industry, Peter Hawthorne is committed to providing expert guidance and assistance throughout the mortgage process. Whether you are a first-time homebuyer or looking to refinance, Peter Hawthorne - Mortgage Loan Officer is here to help you achieve your financial goals.

Health Insurance Brokerage is a reputable institution located at 2720 Mermaid Avenue in New York, United States. Specializing in accounting, finance, health, and insurance services, our brokerage offers expert guidance and personalized solutions for individuals and businesses seeking comprehensive health insurance coverage. Our team of experienced brokers is dedicated to helping clients navigate the complex world of health insurance, ensuring they find the best policies to meet their specific needs and budget. Trust Health Insurance Brokerage to provide top-notch service and support in securing the right insurance coverage for you and your loved ones.